Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What’s yours? Invest your talents in us, and we’ll return the compliment.
The Senior Financial Analyst, FP&A is responsible for independently supporting financial planning, forecasting, reporting, and analysis for assigned areas. This role partners with Finance leadership and cross-functional stakeholders to deliver accurate reporting, meaningful variance analysis, and decision-support insights. The Senior Financial Analyst owns recurring FP&A deliverables, develops financial models, supports planning cycles, and identifies opportunities to improve financial processes and reporting quality.
Key Responsibilities
- Own monthly financial reporting, variance analysis, and commentary for assigned areas, including comparisons to forecast, budget, and prior year
- Facilitate budget and forecast activities by gathering inputs, reviewing assumptions, and preparing financial summaries
- Develop and maintain financial models to support forecasts, budgets, business reviews, and strategic initiatives
- Analyze financial results, operating metrics, spend trends, and key performance indicators to identify risks, opportunities, and performance drivers
- Partner with Accounting and Finance teams on month-end close activities, including accruals, reclasses, and forecast-to-actual analysis
- Support balance sheet, cash flow, and full financial statement forecasting as needed
- Prepare materials for leadership reporting, operating reviews, and executive presentations
- Perform ad hoc financial analysis to support business decisions and resource allocation
- Support financial systems, planning tools, reporting enhancements, and data integrity initiatives
- Identify and lead targeted process improvements that improve accuracy, efficiency, and business insight
- Provide guidance and support to less experienced analysts as needed
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related
- field5+ years of experience in Finance, Accounting, FP&A, or related analytical role
- Experience with financial modeling, forecasting, budgeting, and management reporting
- Experience with financial systems, planning tools, or ERP/reporting platforms preferred
- Knowledge of GAAP accounting principles preferred
Skills and Competencies
- Advanced Microsoft Excel skills and strong financial modeling capability
- Strong PowerPoint and presentation-development skills
- Ability to analyze complex financial data and communicate insights clearly
- Strong business partnership and stakeholder management skills
- Critical thinking, problem-solving, and intellectual curiosity
- High attention to detail and commitment to accuracy
- Ability to manage multiple priorities and meet recurring deadlines
- Self-directed, organized, and comfortable working in a fast-paced environment
Work Location & Flexibility
- This role follows a hybrid work model and is open to candidates based near our Minneapolis office. Employees are expected to work on-site a minimum of two days per week
- Flexible work hours may be required at times to support critical deadlines, planning cycles, global stakeholders, or business needs. Travel may be required occasionally based on business needs.
